Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Rockwell Automation, Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,172
- −23 vs. Q4 2024
- Shares held
- 92.0M
- −1.60M (−1.7%) vs. Q4 2024
- Total value
- $23.7B
- −$3.01B (−11.3%) vs. Q4 2024
- New holders
- 120
- 395 more added
- Sold out
- 143
- 428 more reduced
21 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Michigan Advisors, LLC | 839 | $216.8K | 0.07% | +839 | New |
| Freestone Grove Partners LP | 838 | $216.5K | 0.00% | +838 | New |
| Seven Mile Advisory | 837 | $216.3K | 0.14% | −22−2.6% | Reduced |
| NBC Securities, Inc. | 838 | $216.0K | 0.02% | +838 | New |
| Level Four Advisory Services, LLC | 828 | $213.9K | 0.01% | +828 | New |
| Sound View Wealth Advisors Group, LLC | 824 | $213.0K | 0.02% | −1,156−58.4% | Reduced |
| Aviso Financial Inc. | 823 | $212.6K | 0.01% | −63−7.1% | Reduced |
| Capital City Trust Co | 818 | $211.4K | 0.06% | −75−8.4% | Reduced |
| Nemes Rush Group LLC | 811 | $209.6K | 0.03% | −213−20.8% | Reduced |
| M. Kulyk & Associates, LLC | 809 | $209.0K | 0.05% | −72−8.2% | Reduced |
| Advance Capital Management, Inc. | 800 | $206.7K | 0.01% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $206.7K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 794 | $205.2K | 0.02% | +37+4.9% | Added |
| Foguth Wealth Management, LLC. | 785 | $202.9K | 0.05% | −32−3.9% | Reduced |
| Busey Wealth Management | 785 | $202.8K | 0.01% | −2−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 782 | $202.1K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 782 | $202.1K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 781 | $201.9K | 0.01% | +781 | New |
| Center for Financial Planning, Inc. | 767 | $198.2K | 0.03% | −100−11.5% | Reduced |
| City State Bank | 730 | $188.6K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 717 | $185.3K | 0.01% | −22−3.0% | Reduced |
| Hills Bank & Trust Co | 717 | $185.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 709 | $183.2K | 0.01% | −182−20.4% | Reduced |
| JFS Wealth Advisors, LLC | 702 | $181.4K | 0.01% | +1+0.1% | Added |
| Militia Capital Partners, LP | 700 | $180.9K | 0.07% | +700 | New |
| Lindbrook Capital, LLC | 687 | $177.5K | 0.02% | +14+2.1% | Added |
| Parkside Financial Bank & Trust | 676 | $174.7K | 0.02% | +63+10.3% | Added |
| Armstrong Advisory Group, Inc | 604 | $172.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $171.4K | 0.01% | −200−23.1% | Reduced |
| Central Trust Co | 642 | $165.9K | 0.00% | −12−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 631 | $163.0K | 0.00% | +46+7.9% | Added |
| VSM Wealth Advisory, LLC | 623 | $161.0K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 625 | $161.0K | 0.01% | +625 | New |
| Hanson & Doremus Investment Management | 608 | $157.0K | 0.02% | −38−5.9% | Reduced |
| EverSource Wealth Advisors, LLC | 607 | $156.7K | 0.01% | +36+6.3% | Added |
| Battery Global Advisors, LLC | 598 | $154.5K | 0.09% | 00.0% | Unchanged |
| NBT Bank N A | 595 | $153.7K | 0.01% | −43−6.7% | Reduced |
| Brown Brothers Harriman & Co | 589 | $152.2K | 0.00% | +48+8.9% | Added |
| Strengthening Families & Communities, LLC | 544 | $149.8K | 0.09% | −251−31.6% | Reduced |
| Bayforest Capital Ltd | 569 | $147.0K | 0.06% | +569 | New |
| Capital A Wealth Management, LLC | 553 | $142.9K | 0.15% | +194+54.0% | Added |
| Penserra Capital Management LLC | 554 | $142.0K | 0.00% | −263−32.2% | Reduced |
| Rothschild Investment LLC | 547 | $141.3K | 0.01% | −4−0.7% | Reduced |
| Banque de Luxembourg S.A. | 547 | $141.3K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 547 | $141.3K | 0.02% | +1+0.2% | Added |
| Tompkins Financial Corp | 541 | $139.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 532 | $138.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 520 | $134.4K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 500 | $129.2K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 461 | $119.0K | 0.02% | +1+0.2% | Added |
| Westpac Banking Corp | 454 | $117.3K | 0.01% | −8−1.7% | Reduced |
| S&T Bank | 450 | $116.3K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 440 | $113.7K | 0.01% | −53−10.8% | Reduced |
| Beacon Capital Management, LLC | 433 | $111.9K | 0.02% | +2+0.5% | Added |
| Sound Income Strategies, LLC | 414 | $107.0K | 0.01% | +414 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 411 | $106.2K | 0.04% | −6−1.4% | Reduced |
| Thompson Investment Management, Inc. | 400 | $103.4K | 0.02% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 400 | $103.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 394 | $101.8K | 0.01% | −301−43.3% | Reduced |
| Eq Wealth Advisors, LLC | 393 | $101.5K | 0.08% | +393 | New |
| Crews Bank & Trust | 374 | $96.6K | 0.02% | −61−14.0% | Reduced |
| J.Safra Asset Management Corp | 370 | $95.6K | 0.01% | −370−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 367 | $94.7K | 0.01% | +169+85.4% | Added |
| Navigoe, LLC | 353 | $91.0K | 0.08% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 343 | $88.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 341 | $88.0K | 0.06% | +267+360.8% | Added |
| DiNuzzo Private Wealth, Inc. | 330 | $85.3K | 0.01% | +1+0.3% | Added |
| Cromwell Holdings LLC | 329 | $85.0K | 0.05% | +6+1.9% | Added |
| Larson Financial Group LLC | 327 | $84.4K | 0.00% | −497−60.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 311 | $80.4K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $77.5K | 0.00% | −2,176−87.9% | Reduced |
| Bell Investment Advisors, Inc | 298 | $77.0K | 0.01% | +4+1.4% | Added |
| eCIO, Inc. | 293 | $75.7K | 0.03% | +293 | New |
| Sentry Investment Management LLC | 329 | $75.0K | 0.05% | −98−23.0% | Reduced |
| 1620 Investment Advisors, Inc. | 287 | $74.2K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 286 | $73.9K | 0.01% | −75−20.8% | Reduced |
| Keener Financial Planning LLC | 278 | $71.0K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 274 | $70.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 267 | $69.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $67.7K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 262 | $67.0K | 0.04% | +262 | New |
| Hazlett, Burt & Watson, Inc. | 249 | $65.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $64.7K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $64.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $64.1K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 222 | $63.7K | 0.01% | +222 | New |
| Independence Bank of Kentucky | 240 | $62.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 240 | $62.0K | 0.00% | +15+6.7% | Added |
| CVA Family Office, LLC | 234 | $60.5K | 0.01% | −24−9.3% | Reduced |
| Breakwater Investment Management | 226 | $58.4K | 0.02% | 00.0% | Unchanged |
| Tobam | 222 | $57.0K | 0.02% | −112−33.5% | Reduced |
| Zions Bancorporation, National Association | 214 | $55.3K | 0.00% | +214 | New |
| Wealth Preservation Advisors, LLC | 214 | $55.3K | 0.04% | +214 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 210 | $54.3K | 0.03% | +210 | New |
| Hemington Wealth Management | 207 | $53.0K | 0.01% | +8+4.0% | Added |
| Quent Capital, LLC | 202 | $52.2K | 0.01% | −16−7.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $51.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $51.7K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 190 | $49.1K | 0.01% | −40−17.4% | Reduced |
| TSFG, LLC | 191 | $49.0K | 0.01% | 00.0% | Unchanged |